$212.3M Total AUM
$140.3M Disc. AUM
10.1% 3Y CAGR
2 Employees
97 ADV. Clients
15 yrs Firm Age
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- Custodian
- Bank Vontobel
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2011
- Office Locations
- 1
Office Locations
Weinplatz 7 Zurich --
About Sequoia S.f.a.
Sequoia S.f.a. is a Zurich-based RIA. The firm has been operating for 15 years. Managing $212.3M in total assets under management, with 2 advisory representatives. They custody assets with Bank Vontobel.
Team overview
-- AVG AGE
$106.2M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
9.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
0 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
H
HANNO HERMANN HUBER
Chief Investment Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
T
THOMAS WALTER LEHMANN
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $140,275,338 | $2,504,917 |
| Non-Discretionary | $72,073,404 | $1,757,888 |
| Total | $212,348,742 | $2,189,162 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Other:
Available Corporate - Investment Grade:
Available Cash:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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